Solo Agent
Starting at$175/mo
1–2 accounts. Up to 75 transactions a month. One month of cash-basis books.
Realtor Bookkeeping
Monthly financials for realtors and brokers.
Cash-basis real estate agent bookkeeping every month. Commission checks, splits, and agent expenses stay categorized between closings. Delivered by the 10th business day of the next month, then handed to your CPA.
Monthly Financials
A starting monthly price, tied to volume.
Solo agent is 1–2 bank and credit card accounts and up to 75 transactions a month. Producer is 3–4 accounts and up to 150. Team lead or broker is 5–6 accounts and up to 250.
Producer
Starting at$225/mo
3–4 accounts. Up to 150 transactions a month. Same monthly close and CPA handoff.
Team Lead / Broker
Starting at$325/mo
5–6 accounts. Up to 250 transactions a month. Income and expenses can be split by agent.
Monthly Financials are delivered by the 10th business day of the next month. That date is not the 1-week guarantee. If you start mid-year, the catch-up is done within 1 week (5 business days) of receiving all documents and account access. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call. The free estimate uses these same tiers for real estate and other cash-basis businesses.
What's Included
Each month of commission activity, closed.
Each month
Closings recorded gross from the commission disbursement statement
Splits, franchise and transaction fees, and referral fees as expenses
MLS dues, marketing, mileage, desk fees, E&O, and client gifts
P&L, balance sheet, and CPA handoff by the 10th business day
Still out of scope
Accrual basis
Inventory
Invoicing/AR tracking
Job costing
Payroll
Tax filing/estimates/1099 filing
Trust/escrow
A backlog of months is year-end cleanup, priced separately. Quarterly closes are on the quarterly financials page.
Questions
Monthly realtor books, still cash basis.
How much is monthly bookkeeping for a real estate agent?
Solo agent starts at $175 a month, producer starts at $225 a month, team lead or broker starts at $325 a month. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call.
When does the month close?
By the 10th business day of the next month. That date is not the 1-week guarantee. If you start mid-year, the catch-up is done within 1 week (5 business days) of receiving all documents and account access.
Is monthly realtor bookkeeping a tax service?
It is cash-basis bookkeeping. We hand clean books to your CPA. We do not file the tax return, file 1099s, or calculate estimated taxes.
What is in a month?
Commission income recorded gross, splits and brokerage fees as expenses, and agent costs such as MLS dues, marketing, mileage, and desk fees. You get a P&L, balance sheet, and CPA handoff. The team-lead tier can split activity by agent.
Brokers and team leads
Team-lead monthly starts at $325.
That tier is sized for 5–6 accounts and up to 250 transactions a month, with a per-agent breakdown. Trust accounts and agent payroll stay out. See the broker section on the realtor page.
Start a Month
Confirm the monthly flat fee on a 15-minute call.
Flat fee. Cash basis. Books handed to your CPA.